Estate Planning Basics: Why You Need a Trust & More
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Creating an estate plan is crucial for individuals of all ages and financial situations. An estate plan provides a comprehensive strategy for managing and distributing your assets after your death, ensuring that your wishes are honored and your loved …
Are You Making the Right Investment Choices?
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Welcome back to Financial Foundations brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, certified financial planner. And I’m Kyle Howell, financial …
The Top 5 Investing Mistakes (and How to Avoid Them)
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These are the five things investors get wrong and how you can avoid them. I’m Alex Wolfe, a certified financial planner and head of planning at Base Wealth Management. If you’re ready to hear if you’re making any of …
How to Boost Your Small Business Success
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Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, Certified Financial Planner. And today we have with …
From FireFighter to Mortgage Nerd: Adam Klugh’s Insights
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Welcome back to Financial Foundations, brought to you by Baseball Health Management, where we are the foundation to your financial planning. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, Certified Financial Planner. And today we have with …
What Are the Right Investments for Your Portfolio?
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Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, Certified Financial Planner. And I’m Kyle Howell, Financial …
Real Estate Investing: Big Risks or Big Opportunities?
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Is real estate a good investment right now? Hi, I’m Alex Wolfe, Certified Financial Planner and Head of Financial Planning at Base Wealth Management. Today, I’m going to show you why real estate is starting to make sense again …
How to Quit the Rat Race and Retire Early
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To retire early, I think the most obvious one, and the one that we talk about a lot, is obviously spending less than what you make and increasing the amount that you’re saving. You can do that through a …
Controling Your Finances Using The 50/30/20 Rule
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I see it time and time again, someone seeks me out for some guidance, and their budget is a mess. They don’t have a system in place, they don’t know what they’re spending their money on, they’re not saving, …
